Mokosak Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mokosak Advisory Group’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$290K	Buy	3,222 +764	+31%	+$66.9K	0.06%	29
2026 Q2	$212K	Buy	+2,458	New	+$207K	0.05%	38
2026 Q1	–	Sell	-2,538	Closed	-$206K	–	39
2025 Q4	$206K	Buy	2,538 +6	+0.2%	+$487	0.05%	37
2025 Q3	$203K	Buy	+2,532	New	+$193K	0.05%	37
2021 Q1	–	Sell	-7,080	Closed	-$299K	–	23
2020 Q4	$299K	Sell	7,080 -456	-6%	-$18.2K	0.14%	20
2020 Q3	$286K	Buy	7,536 +1,224	+19%	+$45.2K	0.16%	18
2020 Q2	$213K	Buy	+6,312	New	+$194K	0.13%	21
2019 Q1	–	Sell	-14,190	Closed	-$317K	–	24
2018 Q4	$317K	Buy	+14,190	New	+$344K	0.25%	20

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Mokosak Advisory Group's VUG Position: Q3 2026 in Review

Mokosak Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, buying an estimated $66.9K and bringing the position to 3,222 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #29.

Mokosak Advisory Group first reported a position in VUG in Q4 2018 and has held it in 8 quarters since. The position peaked at $317K in Q4 2018. 2,463 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Mokosak Advisory Group held 3,222 shares of Vanguard Morningstar Growth ETF worth $290K as of Q3 2026.
Mokosak Advisory Group bought 764 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $66.9K.
Vanguard Morningstar Growth ETF made up 0.06% of Mokosak Advisory Group's portfolio in Q3 2026, its #29 holding.
Mokosak Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 8 quarters since.
Mokosak Advisory Group's Vanguard Morningstar Growth ETF position peaked at $317K in Q4 2018.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.